Favorite View Properties

Favorite View Properties define which parts of a dataset are selected for display. They also define how the data is displayed. To open Favorite View Properties, right-click a favorite view record and click Properties, or use the Action menu in the application command bar.

This table shows the properties you can update:

Property Description
General Contains the general settings for a favorite view
Settings Selects a display option
Display Settings Updates the display settings in these tabs:
  • Information
  • Grid
  • Chart
Time Filter Defines the timeline that the favorite view displays
Basic Keys Defines key groups and key patterns similar to extra keys, except they do not use NULL but instead a blank
Extra Keys Defines key groups and key patterns similar to basic keys
Aggregation Aggregates the dataset data that reduces the number of records displayed
Attributes Selects or clears any attributes defined on the dataset
Key Columns Defines the sequence of the columns and which columns are grouped
Measures Includes or excludes the measures of the dataset from the view
AUMs Selects or clears any AUMs defined on the dataset
Calculated Measures Combines measures with simple arithmetic functions to create equations
Editable Calculated Measures Combines measures with simple arithmetic functions to create equations that distribute the changes to the included measures in accordance with the ECM equation
Value Columns Specifies the order, name, number of decimals, percentage format, and group level calculation mode
Scenario Selects which scenario parts (SP) or sales activities (SA) to include in favorite views
Distribution Displays a detailed time level when enabled
User Changes Displays the User key column in the Grid when enabled
Note: If you change any property settings in Favorite View Properties, the specific property is displayed in blue. If you change the properties of a favorite view, the changes apply to all instances of that favorite view.